+845.2%
AEHR vs SGI
+50.6%
+794.6%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -1.9% | +7.2% | +6.8% |
| 7D | +19.1% | +0.6% | +18.5% | +18.2% |
| 30D | -10.0% | +5.5% | -15.6% | -15.0% |
| 3M | +1.3% | -3.6% | +4.9% | +2.6% |
| 6M | +133.8% | -15.0% | +148.8% | +165.2% |
| YTD | +373.3% | -23.0% | +396.3% | +478.2% |
| 1Y | +256.2% | -18.4% | +274.6% | +309.1% |
| 3Y | +93.2% | +57.8% | +35.5% | +26.1% |
| All | +845.2% | +50.6% | +794.6% | +619.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SGI.
Daily Out/Under-Performance
Portfolio return minus SGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SGI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded SGI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling